China Steel Rebar Stabilizes on Post Holiday Stimulus Expectations

Policy Optimism

Early-bird traders are positioning for a post-holiday restart. The expectation is that the government will move to offset property sector weakness with intensified spending on 'New Infrastructure' like smart grids and EV charging hubs.

Supply Side Discipline

Mills have successfully managed inventories through pre-holiday production cuts. This discipline has prevented a price collapse during the lull, though the post-holiday restart remains a critical risk factor.